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Meet you where you're at...
but take you where you want to be

Integrate as a partner with your financial team 

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We want to assist in your financial success.

INDIVIDUALIZED ATTENTION

We all have similar goals of being debt free, cash rich, a secure retirement, and enough free time to enjoy our wealth...

However, we are all different and unique in how we want to get there. We believe in individual financial strategies by design.

  • Should I be nervous about the stock market?
  • Am I on track to retire?
  • Can you help me understand my finances?
  • Do I have the appropriate amount of insurance?
  • Do I have too much debt?
  • Why can’t I save more for a rainy day?
  • Am I tax savvy?
  • Am I taking full advantage of my employee benefits?
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    Our Process

    Discovery

    Discovery

    We take the time to discover more about you. This first step in our relationship is time together to find out what is your goal for going through this journey with us.

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    Planning

    Planning

    Together we determine what your financial plan will become. Our team develops and modifies your personal design. 

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    Implementation

    Implementation

    Let’s get started! Time to implement the design and begin to watch your goals materialize. 

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    Monitoring

    Monitoring

    Keeping in touch to review your plan as well as educating you when markets change and the economy affects your design.

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    The Meaning Behind Keystone

    The Meaning Behind Keystone

    Back in 2015, Mark Wilson, Marlene Dattilo, and their former partner Mike Anastasia formed Keystone Capital Partners Group. In the process of creating a name that will be used for years to come, they landed on the idea of a “Keystone” and what it symbolizes.

    When building an arch into a structure, the Keystone is the final piece of the puzzle. It is placed at the very top of the arch in order to support and lock all of the other stones into position. Without a Keystone, these structures cannot stand.

    Meet Our Team

    Marlene Dattilo, CFP, CLTC, CFBS

    Marlene Dattilo, CFP, CLTC, CFBS

    Partner

    (585) 485-0194 Ex.1501

    (585) 252-5849

    Mark Wilson

    Mark Wilson, CLU, ChFC, CFBS

    Partner

    (585) 485-0194 Ex.1500

    (585) 252-5849

    Lee Wilson, CPA

    Lee Wilson, CPA

    Financial Advisor

    (585) 485-0194 x1504

    (585) 252-5849

    Melanie Barton

    Melanie Barton

    Financial Services Executive

    (585) 485-0194 Ex.1510

    (585) 252-5849

    Christian Nikodem

    Christian Nikodem

    Paraplanner

    (585) 485-0194 Ex.1509

    (585) 252-5849

    Leslie Barkley

    Leslie Barkley

    Administrative Support

    (585) 485-0194

    (585) 252-5849

    Lisa Drobek

    Lisa Drobek

    Administrative Assistant

    (585) 485-0194 x1503

    (585) 252-5849

    What Our Clients Have To Say

    Ryan

    "Marlene was extremely knowledgeable and made me feel at ease when walking through my finances.

    This topic of financial planning can be a daunting task and Marlene made me feel better about my plan forward after multiple discussions.

    I know now where to invest my future when it comes to my 401k and additional Roth IRA investments."

    Linda L.

    Marlene has been instrumental in securing and maintaining the health of my financial future, while growing it with expertise, for over 30 years!

    Her gifted financial acumen is, powerfully and equally, complimented by her warmth, personal insight and life wisdom as she guides you through the complexities of balancing savings, investments, and expenditures for a lifetime! Marlene’s integrity is unsurpassed! Being able to trust her has been an invaluable contribution to the quality of my life!

    It is assuring to know that Marlene is mentoring my daughter, as well as other young women, as they pursue their lifelong commitment to understanding and managing their own financial health. Marlene’s dedication to our next generation is impressive!

    Marlene is indeed, “a gift that keeps on giving”!

    Resource Center

    Retirement

    Retirement

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    Investment

    Investment

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    Estate

    Estate

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    Lifestyle

    Lifestyle

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    Impact Investing or Philanthropy

    Impact Investing or Philanthropy

    This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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    Your Shifting Risk Tolerance

    Your Shifting Risk Tolerance

    Time and market performance may subtly and slowly imbalance your portfolio.
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    How the SECURE Act 2.0 Changed RMDs

    How the SECURE Act 2.0 Changed RMDs

    Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
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    How Much Do You Know About Investing?

    These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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